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Thursday, May 11 • 3:15pm - 4:00pm
Flattening the Fund Structure: Using Alma’s Fund Structure & Reporting Codes

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The University of Kentucky had been on Voyager since 2001. We had built a complex fund structure using reporting funds to map funds accurately over to the University’s SAP system and provide break downs by subject and format. In addition, the Acquisitions Department Head had been relying on an access report and a code in the invoice note field to provide accurate ARL statistics. When the Libraries migrated to Alma in January 2016, it quickly became apparent that the fund structure would need substantial reworking to be functional in Alma. Starting in July 2017, a new fund structure was implemented that substantially reduced the over number of funds. In addition, the reporting code was used to provide information for accurate export of the invoices to the University SAP system. These changes have made it easier for academic liaisons to identify funds, for reports to be pulled, and more accurately mirrors the University SAP system.

Moderators
avatar for Stuart Gaetjens

Stuart Gaetjens

Coordinator of Technical Services, Tennessee Technological University
Coordinator of Technical Services

Speakers
avatar for Kate Seago

Kate Seago

Director of Acquisitions, University of Kentucky
University of Kentucky is an Alma and Primo site since 2016. Currently projects include providing better information to academic liaisons, adding license terms in Alma and improving our EDI invoicing with vendors.


Thursday May 11, 2017 3:15pm - 4:00pm CDT
Schaumburg E-F